As we hit this summer’s zenith of market activity for the market, we also had a few extra surprises thrown in
In This Week’s Monday Morning Kickoff
- INITIAL SIGNS OF A PICK-UP IN MANUFACTURING ACTIVITY: In sum, we kicked off 3Q 2016 with a pick-up in global manufacturing; however the relative rates of increase so far in 2016 have
been among the weakest: Read More >> - LOOKING BENEATH THE HEADLINE OF THE JULY JOBS REPORT:
Per the Labor Department, the U.S. economy added 255,000 jobs during July, beating expectations of 180,000 jobs. Going beneath the headlines, we once again found reasons that took the shine off the report. Read More >> - 86% OF THE S&P 500 HAVE REPORTED EARNINGS: From a blended earnings perspective, the June quarter now looks to deliver a decline of around 3.5 percent. All of these reports have also allowed for another look at S&P 500 earnings for the back half of 2016. Given the economic backdrop, odds are we will continue to see more declines in those expectations over the coming weeks like those we’ve seen year to date. Read More >>
All that plus a full list of earnings reports we’ll be watching through our thematic lens, in this week’s Monday Morning Kickoff. Click below to download the full report:
Monday Morning Kickoff 08-08-2016
